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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,187 | $138,102-84.7% | $125,381-83.1% | $134,532-84.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -24.76% | 750.73%-775.5pp | 572.31%-597.1pp | 418.27%-443.0pp |
| Employer contribution / active EE | $2,178 | $5,245-58.5% | $4,815-54.8% | $4,741-54.1% |
| Participant deferral / active EE | $6,319 | $7,801-19.0% | $7,448-15.2% | $6,401-1.3% |
| Admin fee / account holder | $313 | $11,568-97.3% | $10,007-96.9% | $11,429-97.3% |